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Robertson Stephens Advisors’s Unilever UL Stock Holding History

Robertson Stephens Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,692
Closed -$316K – 84
2017
Q1 		$316K Sell
5,692
-22,496
-80% -$1.14M 0.28% 65
2016
Q4 		$1.29M Buy
+28,188
New +$1.31M 0.74% 39

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Robertson Stephens Advisors's UL Position: Q2 2017 in Review

Robertson Stephens Advisors sold out of Unilever (UL) in Q2 2017, closing a stake of 5,692 shares — an estimated $316K sold.

Robertson Stephens Advisors first reported a position in UL in Q4 2016 and held it in 2 quarters. The position peaked at $1.29M in Q4 2016. 550 funds tracked by Wall St. Rank hold UL as of Q2 2017.

  • Robertson Stephens Advisors reported no remaining Unilever position as of Q2 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 5,692 Unilever shares in Q2 2017, an estimated $316K.
  • Robertson Stephens Advisors first reported a position in Unilever in Q4 2016 and held it in 2 quarters.
  • Robertson Stephens Advisors's Unilever position peaked at $1.29M in Q4 2016.
  • 550 funds tracked by Wall St. Rank held Unilever as of Q2 2017.

Based on Robertson Stephens Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.